REFI

Chicago Atlantic Real Estate Finance
REFI

Overview Fund Activity

98 hedge funds and large institutions have $97M invested in Chicago Atlantic Real Estate Finance in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
40
Reduced
20
Closed
8
Calls
$723K
Puts
$23K
Net Calls
+$700K
Net Calls Change
+$85K

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$4.45M
2
TI
Tidal Investments
Wisconsin
+$1.33M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.16M
4
FCG
Fielder Capital Group
Tennessee
+$1.12M
5
Renaissance Technologies
Renaissance Technologies
New York
+$957K

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$1.04M
2
Invesco
Invesco
Georgia
-$367K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$319K
4
SMA
Sage Mountain Advisors
Georgia
-$262K
5
AI
AdvisorShares Investments
Maryland
-$248K
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$19K – – –
PA
77
Parallel Advisors
California
$13K – – –
LFG
78
Larson Financial Group
Missouri
$11.2K -$13.5K -869 -55%
AB
79
Amalgamated Bank
New York
$9K – – –
CAL
80
Capital Advisors Ltd
Ohio
$9K – – –
WIM
81
Westside Investment Management
California
$7.76K +$3.1K +200 +67%
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.76K +$7.76K +500 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$6.02K +$2.76K +178 +85%
FFA
84
Farther Finance Advisors
California
$6K – – –
JIP
85
Jaffetilchin Investment Partners
Florida
$4.65K +$4.65K +300 New
HNB
86
Huntington National Bank
Ohio
$3.57K – – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.35K +149 +363%
HCA
88
Harbor Capital Advisors
Illinois
$3K +$3K +183 New
GI
89
GAMMA Investing
California
$2.93K -$47 -3 -2%
AAP
90
Arax Advisory Partners
Colorado
$2.84K – – –
C
91
Covestor
United Kingdom
$2K -$914 -48 -31%
SAM
92
Smartleaf Asset Management
Massachusetts
$1.78K – – –
OP
93
ORG Partners
Indiana
$1.32K +$1.32K +85 New
CPG
94
Cornerstone Planning Group
New Jersey
$1.25K -$655 -43 -34%
SCM
95
Sterling Capital Management
North Carolina
$838 +$838 +54 New
NA
96
NewEdge Advisors
Louisiana
$124 – – –
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$93 +$93 +6 New
Invesco
98
Invesco
Georgia
– -$367K -23,899 Closed
Arrowstreet Capital
99
Arrowstreet Capital
Massachusetts
– -$319K -20,758 Closed
OMC
100
Old Mission Capital
Illinois
– -$176K -11,453 Closed
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4
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